Myself and a fellow PM just took the plunge with Wrike after demoing it to our executive group. We work in a small energy company that does work across all kinds of different production facilities (solar, hydro, gas turbine, etc.).
Does anyone here have a best practice guide or maybe a good youtube video on how to maximize the effectiveness of Wrike as a workflow tool?
We've got a very wide range of ages and tech levels in our company. But I would like to show everyone under our roof how Wrike can help them specifically. We previously were using a mishmash of Outlook, Excel, and Sharepoint, with a peppering of Project to track deliverables for our client. We work closely with regulatory bodies, so there is always a standard set of documents we deliver for each project.
How can we best use Wrike to track completed documentation and field work to keep everyone on each project team on the same page?
I personally pushed hard for this change and I want to ensure that I keep pushing in the right direction. Thank for any help you can give.